Legacy Financial Advisors’s SentinelOne S Stock Holding History

Legacy Financial Advisors’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Buy	+19,252	New	+$296K	0.04%	333
2025 Q4	–	Sell	-50,000	Closed	-$881K	–	443
2025 Q3	$881K	Hold	50,000	–	–	0.12%	152
2025 Q2	$914K	Buy	50,000 +30,000	+150%	+$549K	0.14%	118
2025 Q1	$364K	Buy	+20,000	New	+$434K	0.06%	254
2024 Q1	–	Sell	-38,000	Closed	-$1.04M	–	334
2023 Q4	$1.04M	Hold	38,000	–	–	0.2%	80
2023 Q3	$641K	Hold	38,000	–	–	0.13%	105
2023 Q2	$574K	Hold	38,000	–	–	0.11%	121
2023 Q1	$622K	Buy	+38,000	New	+$574K	0.13%	98

Other funds holding S

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Legacy Financial Advisors's S Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in SentinelOne (S) in Q2 2026: 19,252 shares worth $327K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in S as recently as Q3 2025.

Legacy Financial Advisors first reported a position in S in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2023. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

Legacy Financial Advisors held 19,252 shares of SentinelOne worth $327K as of Q2 2026.
SentinelOne was a new Legacy Financial Advisors position in Q2 2026.
SentinelOne made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #333 holding.
Legacy Financial Advisors first reported a position in SentinelOne in Q1 2023 and has held it in 8 quarters since.
Legacy Financial Advisors's SentinelOne position peaked at $1.04M in Q4 2023.
488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.